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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

Description

Zenible is an all-in-one AI business toolkit built for freelancers, consultants, and solo entrepreneurs looking to scale their operations. It brings together essential tools such as CRM, invoicing, project management, calendar scheduling, and meeting intelligence into one platform. The system includes a set of AI-powered advisors that provide guidance on areas like sales, content creation, growth strategies, and mindset. These advisors are trained on insights from successful freelancers and offer practical recommendations on demand. Zenible’s meeting intelligence feature automatically joins calls, generates summaries, and highlights key insights and next steps. This helps users capture important details and improve communication with clients. The platform also simplifies lead and client management by organizing contacts, tracking deals, and managing pipelines. Integration with services like Stripe, Zoom, Google Meet, and Google Calendar ensures smooth operations across tools. Users can automate repetitive tasks and focus more on growing their business. Zenible is designed to reduce operational complexity while increasing productivity. With its combination of business tools and AI insights, it supports entrepreneurs in building and scaling their businesses effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Google Calendar
Microsoft 365
Microsoft Teams
Stripe
Zoom

Integrations

Google Calendar
Microsoft 365
Microsoft Teams
Stripe
Zoom

Pricing Details

$79/user/month
Free Trial
Free Version

Pricing Details

$27/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Altitude CRM

Founded

2025

Country

United States

Website

gainaltitude.ai/

Vendor Details

Company Name

SAS Data Services Ltd

Founded

2026

Website

www.zenible.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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Alternatives

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